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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+5.44%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.28%
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
-$833M
Cap. Flow %
-6.11%
Top 10 Hldgs %
19.04%
Holding
403
New
29
Increased
86
Reduced
204
Closed
12

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$68.3M
2
NYT icon
New York Times
NYT
+$57.8M
3
SFM icon
Sprouts Farmers Market
SFM
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

Rank Stock Value
1
EVR icon
Evercore
EVR
+$52.5M
2
WAT icon
Waters Corp
WAT
+$51.9M
3
JNJ icon
Johnson & Johnson
JNJ
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EOG icon
201
EOG Resources
EOG
$78.6B
$10.6M 0.08%
94,452
-14,671
-13% -$1.75M
AWK icon
202
American Water Works
AWK
$27B
$10M 0.07%
72,016
-28,306
-28% -$4M
AVB icon
203
AvalonBay Communities
AVB
$26.7B
$9.53M 0.07%
49,359
-24,604
-33% -$4.79M
VEEV icon
204
Veeva Systems
VEEV
$33.1B
$8.93M 0.07%
29,964
+90
+0.3% +$25.3K
DHR icon
205
Danaher
DHR
$138B
$8.75M 0.06%
44,123
-315
-0.7% -$62.7K
AVGO icon
206
Broadcom
AVGO
$1.85T
$8.6M 0.06%
26,078
+246
+1% +$75.5K
ON icon
207
ON Semiconductor
ON
$32.6B
$8.55M 0.06%
173,295
-76,050
-30% -$4M
BKR icon
208
Baker Hughes
BKR
$59.9B
$8.05M 0.06%
165,250
-146,375
-47% -$6.46M
EMR icon
209
Emerson Electric
EMR
$84.2B
$7.96M 0.06%
60,663
-68
-0.1% -$9.27K
BR icon
210
Broadridge
BR
$17.8B
$7.82M 0.06%
32,819
– –
PKG icon
211
Packaging Corp of America
PKG
$21.9B
$7.72M 0.06%
35,426
-17,362
-33% -$3.58M
ULTA icon
212
Ulta Beauty
ULTA
$22.1B
$7.46M 0.05%
13,645
-2,757
-17% -$1.41M
MSCI icon
213
MSCI
MSCI
$42.1B
$7M 0.05%
12,342
+245
+2% +$138K
VTI icon
214
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$6.57M 0.05%
20,023
– –
ABT icon
215
Abbott
ABT
$183B
$6.38M 0.05%
47,652
-3,099
-6% -$407K
BRO icon
216
Brown & Brown
BRO
$23.5B
$6.35M 0.05%
67,667
+725
+1% +$70.7K
ISRG icon
217
Intuitive Surgical
ISRG
$127B
$6.32M 0.05%
14,142
-109
-0.8% -$52.3K
ABBV icon
218
AbbVie
ABBV
$444B
$5.96M 0.04%
25,726
+48
+0.2% +$9.78K
CHTR icon
219
Charter Communications
CHTR
$17.5B
$5.95M 0.04%
21,620
-280
-1% -$84.6K
DGX icon
220
Quest Diagnostics
DGX
$25.8B
$5.64M 0.04%
29,594
-53,026
-64% -$9.41M
BALL icon
221
Ball Corp
BALL
$17.2B
$5.37M 0.04%
106,482
-118,990
-53% -$6.43M
VZ icon
222
Verizon
VZ
$195B
$5.29M 0.04%
120,296
-178,541
-60% -$7.73M
MDT icon
223
Medtronic
MDT
$110B
$4.96M 0.04%
52,054
-85,690
-62% -$7.88M
VO icon
224
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$4.91M 0.04%
66,912
+10,340
+18% +$743K
ECL icon
225
Ecolab
ECL
$78.4B
$4.77M 0.04%
17,425
-982
-5% -$267K
7 8
9
10 11

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RCMU
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NMIFOAC
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AAMU
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MGIA
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Boston Trust Walden's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Trust Walden held 403 positions worth $13.6B, down 2.8% from $14B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $833M in Q3 2025, closing 12 positions and reducing 204 holdings. Its most notable exit was Independent Bank, an estimated $36.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

Against the trend, Boston Trust Walden opened a new position in Globus Medical worth $67.9M.

  • Boston Trust Walden's largest Q3 2025 buy was Globus Medical: 1,185,461 shares worth $67.9M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q3 2025, an estimated $54.5M increase.
  • Boston Trust Walden's biggest Q3 2025 reduction was Evercore, cutting an estimated $52.5M.
  • Boston Trust Walden fully exited Independent Bank in Q3 2025, selling an estimated $36.8M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $13.6B portfolio in Q3 2025.
  • Boston Trust Walden opened 29 new positions and closed 12 in Q3 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.6B.

Based on Boston Trust Walden's 13F filing for Q3 2025, filed 17 Oct 2025.